Looking for Freelance Corporate Financial Planner Templates to download? See the main templates that a Freelance Corporate Financial Planner would use in their day-to-day work.
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Contents
There is a huge number of templates that someone in the Freelance Corporate Financial Planner role uses in their daily work. In this article, we’ll outline the main templates they use.
These templates are some of the most commonly used templates by a Freelance Corporate Financial Planner. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.
1. Financial Statement Template
2. Budget Template
3. Cash Flow Projection Template
4. Investment Analysis Template
5. Financial Forecast Template
6. Risk Assessment Template
7. Cost Analysis Template
8. Financial Ratio Analysis Template
9. Business Valuation Template
10. Financial Planning Report Template
Reports are often prepared by a Freelance Corporate Financial Planner to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.
1. Profit and Loss Statement
2. Balance Sheet
3. Cash Flow Statement
4. Budget Variance Report
5. Financial Forecast Report
6. Accounts Receivable Aging Report
7. Accounts Payable Aging Report
8. Investment Portfolio Performance Report
9. Cost Analysis Report
10. Financial Ratios Analysis Report
At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Freelance Corporate Financial Planner does and how they do it.
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Freelance Corporate Financial Planner presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.
1. Monthly Financial Performance Review
2. Investment Portfolio Analysis
3. Budget Planning and Forecasting
4. Risk Assessment and Mitigation Strategies
5. Financial Goal Setting and Progress Tracking
There are several key times when a Freelance Corporate Financial Planner needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.
1. Financial Planning Agreement
2. Confidentiality Agreement
3. Investment Policy Statement
4. Client Engagement Letter
5. Risk Assessment Questionnaire
Health & Safety templates for a Freelance Corporate Financial Planner ensure that the correct forms are completed to protect from harm and record any incidents at work.
1. Incident Report Template
2. Risk Assessment Template
3. Emergency Evacuation Plan Template
4. Health and Safety Training Attendance Template
5. Workplace Inspection Checklist Template
Setting up Freelance Corporate Financial Planner calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Budget Calendar
2. Client Meeting Calendar
3. Project Deadline Calendar
4. Tax Filing Calendar
5. Expense Tracking Calendar
Several types of Freelance Corporate Financial Planner invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly Financial Planning Invoice
2. Budgeting and Forecasting Invoice
3. Investment Analysis and Recommendations Invoice
4. Risk Management and Insurance Planning Invoice
5. Tax Planning and Compliance Invoice
For a Freelance Corporate Financial Planner to get insights related to the work they do, they need to send out Freelance Corporate Financial Planner surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Monthly Financial Performance Survey
2. Investment Strategy and Risk Assessment Survey
3. Client Satisfaction and Feedback Survey
4. Budgeting and Forecasting Survey
5. Employee Benefits and Compensation Survey
Having premade Freelance Corporate Financial Planner meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.
1. Monthly Budget Review Meeting
2. Investment Strategy Meeting
3. Financial Forecasting Meeting
4. Risk Assessment Meeting
5. Client Portfolio Review Meeting
To manage finances well, a Freelance Corporate Financial Planner would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Monthly Income and Expense Tracker
2. Budget Forecasting Template
3. Cash Flow Statement Template
4. Projected Revenue and Expenses Template
5. Annual Budget Template
Dashboards are a useful way for a Freelance Corporate Financial Planner to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Financial Performance Dashboard
2. Budget vs Actuals Dashboard
3. Cash Flow Analysis Dashboard
4. Investment Portfolio Dashboard
5. Key Performance Indicators (KPIs) Dashboard
For bidding or requesting work, a Freelance Corporate Financial Planner needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.
1. Monthly Budget Proposal
2. Investment Strategy Proposal
3. Financial Risk Assessment Proposal
4. Cost Reduction Proposal
5. Financial Forecasting Proposal
We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Freelance Corporate Financial Planner templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.
